BA
The Boeing Company
BA has slightly lower modeled downside risk, despite its lower overall score.
PAC
Grupo Aeroportuario del Pacífico, S.A.B. de C.V.
PAC has the edge over BA overall on the model score.
BA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Under pressure |
BA's profitability is currently healthy, and its revenue and cash flow are stable, but its balance sheet is under pressure.
PAC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Stable | |
| Stable |
PAC's revenue and profitability are currently healthy, and its cash flow and balance sheet are stable.
BA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 18x | $172 | — |
| Cheap | 51x | $496 | +189% |
| Fair | 82x | $790 | +360% |
| Expensive | 91x | $876 | +411% |
Historical ranges are pointers, not guarantees.
BA has the edge over PAC in the historical PE scenario, which offers more potential upside but is not a forecast.
PAC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $177 | -25% |
| Fair | 20x | $221 | -7.2% |
| Current | 22x | $238 | — |
| Expensive | 25x | $276 | +16% |
Historical ranges are pointers, not guarantees.
PAC's PE is 22x, but its earnings don't support one, so it isn't a reliable read right now.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect BA to return to profit, with revenue growing. However, they disagree widely on these estimates.
PAC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for PAC, with profitability improving.
BA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $9.66 | +$23.38 |
| Q2 2026 | $2.78 | +$19.33 |
| Q1 2026 | $2.53 | +$20.49 |
| Q4 2025 | $2.48 | +$20.84 |
| Q3 2025 | -$13.72 | -$0.83 |
| Q2 2025 | -$16.55 | -$10.93 |
| Q1 2025 | -$17.96 | -$14.42 |
| Q4 2024 | -$18.36 | -$14.69 |
BA has returned to profit: it earned $9.66 per share over the past year, after losing money the year before.
PAC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $10.94 | +0.1% |
| Q2 2026 | $11.18 | +9.9% |
| Q1 2026 | $11.49 | +18% |
| Q4 2025 | $11.00 | +22% |
| Q3 2025 | $10.93 | +19% |
| Q2 2025 | $10.17 | +6.2% |
| Q1 2025 | $9.74 | -0.8% |
| Q4 2024 | $9.00 | -12% |
PAC has the edge over BA on earnings, with more consistent year-over-year improvement.
BA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $24.2B | +3.9% |
| Q2 2026 | $24.6B | +8% |
| Q1 2026 | $22.2B | +14% |
| Q4 2025 | $23.9B | +57% |
| Q3 2025 | $23.3B | +30% |
| Q2 2025 | $22.7B | +35% |
| Q1 2025 | $19.5B | +18% |
| Q4 2024 | $15.2B | -31% |
BA's revenue has grown year over year for seven quarters in a row: $24.2B last quarter, up 3.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1.5% | +22 points |
| Q2 2026 | 0.6% | +1.4 points |
| Q1 2026 | 2% | -0.3 points |
| Q4 2025 | 37% | +61 points |
| Q3 2025 | -21% | +12 points |
| Q2 2025 | -0.8% | +5.7 points |
| Q1 2025 | 2.4% | +2.9 points |
| Q4 2024 | -25% | -26 points |
BA's operating margin was 1.5% last quarter, up 22 points from the same quarter a year ago.
PAC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $626M | +22% |
| Q2 2026 | $608.1M | +4.1% |
| Q1 2026 | $610M | +2.8% |
| Q4 2025 | $54.3M | -64% |
| Q3 2025 | $513.8M | +16% |
| Q2 2025 | $583.9M | +50% |
| Q1 2025 | $593.2M | +30% |
| Q4 2024 | $150M | +109% |
PAC has the edge over BA on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 43% | -0.1 points |
| Q2 2026 | 45% | +2.7 points |
| Q1 2026 | 44% | +1.9 points |
| Q4 2025 | 411% | +273 points |
| Q3 2025 | 43% | -1.9 points |
| Q2 2025 | 42% | -6.3 points |
| Q1 2025 | 42% | -4.4 points |
| Q4 2024 | 137% | -121 points |
PAC has the edge over BA on profitability, with a higher operating margin.
BA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $464M | +95% |
| Q2 2026 | $631M | +$831M |
| Q1 2026 | -$1.5B | +$836M |
| Q4 2025 | $375M | +$4.5B |
| Q3 2025 | $238M | +$2.2B |
| Q2 2025 | -$200M | +$4.1B |
| Q1 2025 | -$2.3B | +$1.6B |
| Q4 2024 | -$4.1B | -239% |
BA has the edge over PAC on cash flow, with more consistent year-over-year improvement.
PAC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $96.6M | +3892% |
| Q2 2026 | -$77.8M | -139% |
| Q1 2026 | $312M | +110% |
| Q4 2025 | -$35.6M | -146% |
| Q3 2025 | $2.4M | -97% |
| Q2 2025 | $198.6M | +71% |
| Q1 2025 | $148.6M | -11% |
| Q4 2024 | $77.9M | +474% |
PAC still generates free cash flow, though less than at its 2026 peak: $295M over the past year.
BA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +2.1M shares |
| 1 year | +4.3% | +32.8M shares |
| 3 years | +31% | +186M shares |
| 5 years | +35% | +204M shares |
| Available history | +40% | +227M shares |
BA has the edge over PAC on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
PAC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | +18% | +9M shares |
| 3 years | +18% | +9M shares |
| 5 years | +16% | +8M shares |
| Available history | +13% | +6.9M shares |
PAC has 60M diluted shares, up 18% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $187.9M |
PAC hasn't bought back shares in the past year.
BA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.0x | Elevated |
| Q2 2026 | 5.7x | High |
| Q1 2026 | 6.0x | High |
| Q4 2025 | 6.9x | High |
| Q2 2024 | 361.8x | High |
| Q1 2024 | 36.1x | High |
| Q4 2023 | 36.4x | High |
| Q3 2023 | 96.1x | High |
BA's net debt is about 3.0 years of its operating earnings (EBITDA), down from more than 20 years a year ago.
PAC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.0x | Moderate |
| Q2 2026 | 2.2x | Moderate |
| Q1 2026 | -1.2x | Net Cash |
| Q4 2025 | 1.8x | Healthy |
| Q3 2025 | 0.1x | Very low |
| Q2 2025 | 1.8x | Healthy |
| Q1 2025 | 1.7x | Healthy |
| Q4 2024 | 1.9x | Healthy |
PAC has the edge over BA on leverage, with a lower net debt burden relative to earnings.
BA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 31.1 | Neutral |
| Stochastic | 9.6 | Oversold |
BA's weekly RSI is 31 (neutral) and its Stochastic is 10 (oversold).
PAC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.4 | Neutral |
| Stochastic | 91.3 | Overbought |
PAC's weekly RSI is 55 (neutral) and its Stochastic is 91 (overbought).
BA PE vs Industrials Sector
| Metric | BA | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 24x | 26% below |
| PE % | 0 | 58 | 58 pts below |
BA has the edge over PAC on valuation relative to its sector.
PAC PE vs Industrials Sector
| Metric | PAC | Sector median | Relative |
|---|---|---|---|
| PE | 22x | 24x | 9.6% below |
| PE % | 61 | 58 | 3 pts above |
PAC is trading at 22x earnings, in line with the Industrials sector's median of 24x, though its earnings don't support one.
BA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $184.6 | 7.1% below |
| 20 week MA | $203.8 | 16% below |
| 50 week MA | $215.5 | 20% below |
| 100 week MA | $205.9 | 17% below |
| 200 week MA | $200.6 | 14% below |
BA is in a downtrend: it's below all five of its weekly moving averages, and 14% below its 200-week average.
PAC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $220.2 | 8.1% above |
| 20 week MA | $218.5 | 8.9% above |
| 50 week MA | $240.2 | 0.9% below |
| 100 week MA | $227.3 | 4.7% above |
| 200 week MA | $198.9 | 20% above |
PAC has the edge over BA on trend strength, trading above more of its moving averages.
BA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $330.1 | $217.2 | -34% |
| 2021 | $217.2 | $204.2 | -6% |
| 2022 | $204.2 | $189.1 | -7.4% |
| 2023 | $189.1 | $260.7 | +38% |
| 2024 | $260.7 | $180.7 | -31% |
| 2025 | $180.7 | $216.4 | +20% |
| 2026 YTD | $216.4 | $171.6 | -21% |
BA has finished lower in four of the last six years. It's down 21% so far in 2026.
PAC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $120.3 | $110.2 | -8.4% |
| 2021 | $110.2 | $132.4 | +20% |
| 2022 | $132.4 | $155.1 | +17% |
| 2023 | $155.1 | $175.2 | +13% |
| 2024 | $175.2 | $178.7 | +2% |
| 2025 | $178.7 | $272.4 | +52% |
| 2026 YTD | $272.4 | $238.0 | -13% |
PAC has the edge over BA on returns for 2026, with the stronger performance.